China just had its best earnings season in years: Profits at Chinese companies listed in mainland China surged +25.7% YoY in Q2 2026, the highest growth rate since Q2 2021.

This also marks the 2nd consecutive quarter of positive earnings growth following a double-digit decline in Q4 2025. The surge was driven by AI-linked companies, with earnings up +42% on Shenzhen’s growth-focused ChiNext market and +370% on Shanghai’s technology-focused STAR Market, significantly outpacing the broader market. Despite this outstanding performance, the CSI 300 Index has fallen -9% so far this quarter, while the tech-heavy STAR 50 Index has dropped -29%. China is experiencing a historic earnings boom due to

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